Position in UNP
as of Jun 30, 2026
· filed Jul 27, 2026
Position Value
$9,642,672
+$1,101,478 QoQ
Shares Held
35,451
+0.7% QoQ
Ownership
0.006%
of shares outstanding
% of Portfolio
0.17%
of 13F equity value
Holder Rank
#569
of 2,880 holders
Holding Since
Dec 2023
11 quarters on record
Voting authority
Sole 100%
Shared 0%
None 0%
Common Shares in UNP Over Time
Shares Held
Position Value (USD)
Derivatives in UNP
reported options exposure · as of Mar 31, 2024CallValue
$24,593
CallShares
100
PutValue
$0
PutShares
0
Notional value of option positions as reported on Form 13F. Calls and puts are disclosed separately and do not net against the common-share stake above.
Position in Railroads
Industrials · as of Jun 30, 2026Concurrent Investment Advisors, LLC holds $21,681,190 across 5 Railroads names. UNP ranks #1 (44.5% of the industry book) .
All Filings in UNP
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12 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $9,642,672 | 35,451 | Shares | Sole | 2026-07-27 | |
| 2026-03-31 | $8,541,194 | 35,204 | Shares | Sole | 2026-04-21 | |
| 2025-12-31 | $8,240,774 | 35,625 | Shares | Sole | 2026-01-29 | |
| 2025-09-30 | $5,118,592 | 21,655 | Shares | Sole | 2025-10-27 | |
| 2025-06-30 | $5,219,134 | 22,684 | Shares | Sole | 2025-07-25 | |
| 2025-03-31 | $4,767,559 | 20,181 | Shares | Sole | 2025-04-29 | |
| 2024-12-31 | $4,150,784 | 18,202 | Shares | Sole | 2025-02-03 | |
| 2024-09-30 | $4,656,253 | 18,891 | Shares | Sole | 2024-10-30 | |
| 2024-06-30 | $3,953,667 | 17,474 | Shares | Sole | 2024-07-30 | |
| 2024-03-31 | $24,593 | 100 | Call | Sole | 2024-05-07 | |
| 2024-03-31 | $2,009,248 | 8,170 | Shares | Sole | 2024-05-07 | |
| 2023-12-31 | $2,679,222 | 10,908 | Shares | Sole | 2024-04-15 | |
| No filing history on record for this holder in this stock. | ||||||